Create Conversations on Journals

You can create conversations on general ledger journals in Oracle Social Network. For example, when the approver of a journal needs more details from the creator of the journal, the approver creates a journal conversation.

This conversation allows communication between the creator and the and the approver, as well as others who have pertinent information and are added as members to the conversation.

Other points to consider in creating conversations on general ledger journals are:

  • Including other members or adding documents to the conversation.

  • Creating conversations manually or automatically.

  • Accessing journal conversations.

Note: The journal approval flow has a Request Information action, which the approver can use to request the submitter of the batch to provide additional information. Using this action provides a record in the approval flow history.

Including Members and Documents

You can add only application users, external users can't join the conversation. When creating a conversation, optionally add the following:

  • Documents in the conversation

  • Additional members

  • Assignments of follow-ups to other members

  • Related conversations to the journal conversation

Note: You can make a conversation private, so that only selected members are involved in the conversation.

Creating Conversations Manually or Automatically

You can configure the journal conversations so the conversations are created manually or automatically.

  • Manually: A Share icon appears on the journal's Conversation List region after the journal is saved. Click the icon to create the conversation for that journal and add members or documents to the conversation.

  • Automatically: The conversation is automatically created for you once the new journal is saved. You can access the conversations of any journals where you're a member. To become a member of a conversation, simply select the Join icon from the Conversation List region.

Note: The Share and Join icons are only available from the Create Journal and Edit Journal pages. Selecting a conversation in the Conversation List opens the Oracle Social Network Social Conversation window in a standalone window, where the selected conversation is displayed.

Accessing Journal Conversations

There are several ways to access the journal conversations:

  • Create Journal and Edit Journal pages: Select the Social icon to open the Oracle Social Network Conversation List region to show the conversations of the selected journal and all its related conversations. The region shows all conversations you can access for other social objects.

  • Journal Overview: Select the Social icon to open the Oracle Social Network Conversation List region to show the conversations of all journals and all their related conversations. The region shows all the conversations you can access for other social objects.

  • Oracle Social Network: Select the Social icon from the global menu, to open the Oracle Social Network Conversation List region. This conversation list shows all conversations you can access, including the general ledger journal conversations and any other conversations.

Note: Oracle Social Network is only available in Oracle Fusion Cloud Applications implementations.